The Financial Forecast Object
From the Financial Forecasts endpoint, you can retrieve a business's 36 months of financial statements forecasts.
Data Dependencies
- Financial Forecasts are created for monthly, quarterly and yearly timeframes and are dependent on financial statements as a source.
- Financial Forecasts will not be available if dependencies are missing or if the service provider connected does not support the data types required. See supported data types for more details.
API parameters
startDate: First day of the first month of the forecast.endDate: Last day of the last month of the forecast.
Financial Statement Type
Each financial forecast report will contain the type of the financial statement being forecasted (
financialStatementType). See Financial Forecasts endpoint for more details.
| Field | Type | Description |
|---|---|---|
| section sortable, filterable | string | Railz normalized account classification. See Accounts. |
| subSection sortable, filterable | string | Railz normalized account classification. See Accounts. |
| group sortable, filterable | string | Railz normalized account classification. See Accounts. |
| subGroup sortable, filterable | string | Railz normalized account classification. See Accounts. |
| account sortable, filterable | string | Name of the account in the accounting service provider. |
| subAccount | string | Name of the sub-account in the accounting service provider. |
| value sortable, filterable | decimal | Forecasted amount of the account. |
| endDate sortable, filterable | string See Date | The forecast date. |
How to - User Guide
Step-by-step guide on utilizing this endpoint.